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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
576
Jackson Wealth Management
Florida
$1.44M +$947K +38,982 +150%
NGA
577
Naples Global Advisors
Florida
$1.44M -$13.3K -549 -0.8%
HAIM
578
Hunter Associates Investment Management
Pennsylvania
$1.43M +$512K +21,093 +49%
NL
579
NWAM LLC
Washington
$1.43M -$32.7K -1,344 -2%
KTC
580
Kistler-Tiffany Companies
Pennsylvania
$1.41M -$78.7K -3,240 -5%
AIM
581
AHL Investment Management
Florida
$1.41M -$22K -906 -1%
SI
582
Stephens Inc
Arkansas
$1.41M +$295K +12,144 +24%
CIA
583
Choate Investment Advisors
Massachusetts
$1.39M +$1.53M +62,970 New
WOC
584
West Oak Capital
California
$1.39M +$350K +14,409 +30%
AMG
585
Advisors Management Group
Wisconsin
$1.38M +$208K +8,571 +16%
TNA
586
True North Advisors
Texas
$1.38M +$1.52M +62,478 New
CA
587
Crewe Advisors
Utah
$1.38M +$1.22M +50,094 +407%
MSS
588
Mitchell Sinkler & Starr
Pennsylvania
$1.38M +$204K +8,400 +16%
MWP
589
Meridian Wealth Partners
Pennsylvania
$1.38M +$1.02K +42 +0.1%
ACA
590
Atlas Capital Advisors
Wyoming
$1.37M +$149K +6,120 +11%
PWSG
591
Pacific Wealth Strategies Group
California
$1.37M -$109K -4,482 -7%
EF
592
Exeter Financial
Arizona
$1.37M +$751K +30,912 +100%
BJL
593
Brighton Jones LLC
Washington
$1.36M +$186K +7,674 +14%
GI
594
Gradient Investments
Minnesota
$1.36M +$1.97K +81 +0.1%
LDFR
595
Lehman & Derafelo Financial Resources
Pennsylvania
$1.34M – – –
JFGIW
596
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.34M -$6.63K -273 -0.5%
HFA
597
Highland Financial Advisors
New Jersey
$1.34M +$1.47M +60,354 New
GCA
598
Gradient Capital Advisors
California
$1.33M +$248K +10,200 +20%
ISWM
599
Independent Solutions Wealth Management
New York
$1.33M +$149K +6,144 +11%
SWP
600
Summit Wealth Partners
Florida
$1.32M +$410K +16,890 +39%
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